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RIA / WealthAdvisor32 years in industry

THOMAS BARTOLOMEO

Advisor at NEWEDGE ADVISORS

NEW ORLEANS, LA | Boca Raton, FL

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Search this name across graphsid dfx:ria:23c52524-736c-b21c-b14d-8a72ab046ae1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Apr 8, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEWEDGE ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 27, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 3
Exams: S66|S63
First exam: Oct 27, 1993
First registration: Apr 8, 2002
Dual registered: no
Other names: THOMAS BARTOLOMEO
IAPD individual key: 1823924

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEWEDGE ADVISORS	Bd affiliated wealth	May 15, 2023	n/a	yes	Boca Raton, FL\|NEW ORLEANS, LA	Current employment
SAVIOR WEALTH	Mixed wealth	Feb 22, 2019	May 17, 2023	no	BOCA RATON, FL\|WELLESLEY, MA\|DELRAY BEACH, FL	Previous registration
THE HARVEST GROUP	Former SEC adviser	Oct 24, 2017	Jun 11, 2019	no	BOCA RATON, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 16, 2012	Oct 24, 2017	no	BOCA RATON, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Nov 20, 2012	no	Providence, RI	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Nov 14, 2008	Jun 1, 2009	no	PROVIDENCE, RI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Nov 14, 2008	no	PROVIDENCE, RI\|WALTHAM, MA\|PROVIDENCE, RI	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Apr 8, 2002	Jul 1, 2003	no	PROVIDENCE, RI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SAVIOR WEALTH	NEWEDGE ADVISORS	May 17, 2023	May 15, 2023	-2	Firm change	RIA to ibd
THE HARVEST GROUP	SAVIOR WEALTH	Jun 11, 2019	Feb 22, 2019	-109	Firm change after gap	RIA to new firm
WELLS FARGO ADVISORS	THE HARVEST GROUP	Oct 24, 2017	Oct 24, 2017	0	Firm change	Wirehouse to RIA
MORGAN STANLEY	WELLS FARGO ADVISORS	Nov 20, 2012	Nov 16, 2012	-4	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
WELLS FARGO ADVISORS	MORGAN STANLEY & CO. LLC	Nov 14, 2008	Nov 14, 2008	0	Firm change	Other
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Relationships

Registered with (8)

→ NEWEDGE ADVISORSRegistered adviserregistration: current employment
May 15, 2023 to presentfactForm ADV
→ SAVIOR WEALTHRegistered adviserregistration: previous registration
Feb 22, 2019 to May 17, 2023factForm ADV
→ THE HARVEST GROUPRegistered adviserregistration: previous registration
Oct 24, 2017 to Jun 11, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 16, 2012 to Oct 24, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Nov 20, 2012factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Nov 14, 2008 to Jun 1, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Nov 14, 2008factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Apr 8, 2002 to Jul 1, 2003factForm ADV

Dated events

Occurred
May 17, 2023
Advisor changed firm
Thomas Bartolomeo left Savior Wealth for Newedge Advisors (registered 2023-05-15)
Form ADVobserved 6 days ago